The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Alexander & Baldwin Inc | COM | 014491104 | 10,457 | 450,928 | SH | SOLE | 164,429 | 0 | 286,499 | ||
| Alexandria Real Estate Equit | COM | 015271109 | 66,346 | 329,671 | SH | SOLE | 253,435 | 0 | 76,236 | ||
| American Campus Communities | COM | 024835100 | 812 | 14,505 | SH | SOLE | 12,935 | 0 | 1,570 | ||
| American Homes 4 Rent | COM | 02665T306 | 46,135 | 1,152,503 | SH | SOLE | 840,878 | 0 | 311,625 | ||
| American Tower Corp. | COM | 03027X100 | 41,045 | 163,382 | SH | SOLE | 127,263 | 0 | 36,119 | ||
| Boston Properties, Inc. | COM | 101121101 | 51,397 | 399,038 | SH | SOLE | 238,041 | 0 | 160,997 | ||
| Broadstone Net Lease | COM | 11135E203 | 684 | 31,395 | SH | SOLE | 28,120 | 0 | 3,275 | ||
| Camden Property Trust | COM | 133131102 | 96,070 | 578,038 | SH | SOLE | 381,854 | 0 | 196,184 | ||
| Cousins Properties, Inc. | COM | 222795502 | 1,213 | 30,105 | SH | SOLE | 30,105 | 0 | 0 | ||
| Crown Castle Inc | COM | 22822V101 | 1,157 | 6,270 | SH | SOLE | 5,875 | 0 | 395 | ||
| Cubesmart | COM | 229663109 | 9,880 | 189,902 | SH | SOLE | 189,661 | 0 | 241 | ||
| Duke Realty Corporation | COM | 264411505 | 90,577 | 1,560,058 | SH | SOLE | 979,343 | 0 | 580,715 | ||
| Eastgroup Properties | COM | 277276101 | 13,797 | 67,872 | SH | SOLE | 30,962 | 0 | 36,910 | ||
| Equinix Inc. | COM | 29444U700 | 147,765 | 199,247 | SH | SOLE | 122,280 | 0 | 76,967 | ||
| Equity Lifestyle Properties | COM | 29472R108 | 45,936 | 600,618 | SH | SOLE | 469,738 | 0 | 130,880 | ||
| Equity Residential | COM | 29476L107 | 113,597 | 1,263,308 | SH | SOLE | 832,864 | 0 | 430,444 | ||
| Essex Property Trust, Inc. | COM | 297178105 | 103,483 | 299,534 | SH | SOLE | 200,392 | 0 | 99,142 | ||
| Extra Space Storage, Inc. | COM | 30225T102 | 113,035 | 549,781 | SH | SOLE | 391,757 | 0 | 158,024 | ||
| Federal Realty Investment Tr | COM | 313745101 | 14,161 | 116,001 | SH | SOLE | 51,047 | 0 | 64,954 | ||
| Global Medical REIT | COM | 37954A204 | 12,961 | 794,172 | SH | SOLE | 360,577 | 0 | 433,595 | ||
| Healthcare Trust of America | COM | 42225P501 | 13,749 | 438,725 | SH | SOLE | 174,107 | 0 | 264,618 | ||
| Hilton, Inc. | COM | 43300A203 | 1,442 | 9,502 | SH | SOLE | 9,502 | 0 | 0 | ||
| IHS Holdings LTD | COM | G4701H109 | 1,396 | 125,950 | SH | SOLE | 122,660 | 0 | 3,290 | ||
| Invitation Homes Inc | COM | 46187W107 | 76,682 | 1,908,444 | SH | SOLE | 1,365,218 | 0 | 543,226 | ||
| Jones Lang Lasalle Inc | COM | 48020Q107 | 17,928 | 74,868 | SH | SOLE | 55,099 | 0 | 19,769 | ||
| Kilroy Realty | COM | 49427F108 | 42,675 | 558,437 | SH | SOLE | 325,668 | 0 | 232,769 | ||
| Kimco Realty Corp. | COM | 49446R109 | 87,442 | 3,540,141 | SH | SOLE | 2,367,313 | 0 | 1,172,828 | ||
| Lamar Advertising Co-A | COM | 512816109 | 11,003 | 94,710 | SH | SOLE | 94,275 | 0 | 435 | ||
| MGM Growth Properties | COM | 55303A105 | 1,411 | 36,450 | SH | SOLE | 32,480 | 0 | 3,970 | ||
| Playa Hotels & Resorts | COM | N70544106 | 29,740 | 3,438,151 | SH | SOLE | 2,140,833 | 0 | 1,297,318 | ||
| Potlach Corp | COM | 737630103 | 682 | 12,930 | SH | SOLE | 12,930 | 0 | 0 | ||
| ProLogis Inc. | COM | 74340W103 | 263,589 | 1,632,327 | SH | SOLE | 1,098,437 | 0 | 533,890 | ||
| Public Storage | COM | 74460D109 | 98,509 | 252,407 | SH | SOLE | 143,188 | 0 | 109,219 | ||
| Realty Income | COM | 756109104 | 812 | 11,720 | SH | SOLE | 9,890 | 0 | 1,830 | ||
| Retail Opportunity Investmen | COM | 76131N101 | 21,279 | 1,097,391 | SH | SOLE | 1,097,071 | 0 | 320 | ||
| Ryman Hospitality Properties | COM | 78377T107 | 29,295 | 315,783 | SH | SOLE | 226,008 | 0 | 89,775 | ||
| SBA Communications | COM | 78410G104 | 2,211 | 6,425 | SH | SOLE | 5,835 | 0 | 590 | ||
| Simon Property Group, Inc. | COM | 828806109 | 86,078 | 654,286 | SH | SOLE | 431,269 | 0 | 223,017 | ||
| Sun Communities, Inc. | COM | 866674104 | 47,989 | 273,769 | SH | SOLE | 183,912 | 0 | 89,857 | ||
| Switch Inc A | COM | 87105L104 | 23,632 | 766,777 | SH | SOLE | 290,887 | 0 | 475,890 | ||
| Ventas, Inc. | COM | 92276F100 | 43,268 | 700,587 | SH | SOLE | 465,165 | 0 | 235,422 | ||
| Veris Residential, Inc. | COM | 554489104 | 15,666 | 900,859 | SH | SOLE | 375,101 | 0 | 525,758 | ||
| Vici Properties | COM | 925652109 | 930 | 32,680 | SH | SOLE | 28,515 | 0 | 4,165 | ||
| Welltower Inc. | COM | 95040Q104 | 101,196 | 1,052,590 | SH | SOLE | 678,927 | 0 | 373,663 | ||
| Xenia Hotels & Resorts Inc | COM | 984017103 | 17,649 | 914,877 | SH | SOLE | 580,602 | 0 | 334,275 | ||